Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Summarizing a Document

  • You have access to agreement records.
  • An agreement record has associated agreement documents.
  • You have Conga Copilot access.

Q&A Agent can summarize an agreement document, making it easier to review lengthy contracts. The Summary feature available in Conga Q&A Agent enables you to generate these summaries efficiently.

  1. Select an agreement from the Agreements tab.
  2. Go to Documents > Agreement Documents section.
    Note:
    • You can open DOC, DOCX, and PDF file formats.
    • You can only select one document at a time for summary.
    This displays a list of agreement documents.
  3. Click the Q&A Agent link for the document.
    This opens the document window, displaying document details on the left, and the Q&A AGENT window on the right.
  4. In the Q&A AGENT window, click the Summary icon.
    This opens the DOCUMENT SUMMARY window, showing the summary in two sections: a contract summary section that highlights key points in the document and a brief summary section that offers a concise overview of the agreement document.
    Note: If you request a summary of the same document again, Q&A Agent delivers the previously stored response instead of conducting another AI analysis.